Lewis: Commodity Markets Dogged by Oversupply

The video discusses the recovery of Glencore and the buoyant commodity market, despite challenges like trade wars and oversupply. It highlights the impact of globalization stalling and protectionism rising. The role of China in global inflation and commodity markets is examined, focusing on state-owned companies and investment trends. The transition from coal to renewable energy is explored, noting the competitiveness of renewables and the decline of coal as a 20th-century industry.

Discuss the implications of a potential trade war on the commodity market as described in the text.

What observations were made regarding global trade and its impact on the commodity market?